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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,788 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,702 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC. Service code 15 · EIN 34-1310124 | Recordkeeping | $43,891 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $208 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,474 | $55,694-50.7% | $81,882-66.4% | $200,096-86.3% |
| Participation rate | 75.2% | 62.7%+12.5pp | 72.4%+2.8pp | 72.0%+3.2pp |
| Annual return | 25.08% | 19.59%+5.5pp | 779.47%-754.4pp | 34.26%-9.2pp |
| Employer contribution / active EE | $1,131 | $2,114-46.5% | $2,916-61.2% | $3,038-62.8% |
| Participant deferral / active EE | $3,181 | $3,299-3.6% | $4,323-26.4% | $5,090-37.5% |
| Admin fee / account holder | $186 | $348-46.6% | $7,360-97.5% | $269-31.0% |